Factor Special Situation Report, $IYT, December 4, 2025
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Bajaj Finance delivered a strong operational performance in the second quarter of FY26, posting a 24% year-on-year (YoY) jump in Assets Under Management (AUM) to approximately Rs 4,62,250 crore, up from Rs 3,73,924 crore as of 30 September 2024. The company’s deposit book expanded by 5.4% to around Rs 69,750 crore, compared to Rs 66,131…
JLGutierrez The state of the labor market has been the subject of fierce debate. A divergence among popular employment indicators has emerged, calling into question which indicator we should trust. Nonfarm payrolls continue to post monthly gains, even after the downward benchmark revision, while the unemployment rate has surged almost 100bps in the last 15…
Shares of Jai Corp cracked 20% to hit their lower circuit of Rs 247.90 on the BSE on Thursday after the company announced that Urban Infrastructure Holdings (UIHPL), in which it holds a 32% equity stake, plans to convene an EGM to approve a capital reduction proposal. “The Company hereby informs that it has received…
Beyond banking and financials, Ashwini finds healthcare a compelling long-term theme. Rising healthcare costs are driving growth in insurance, hospitals, and diagnostic services. While some stocks in this space are richly valued, others offer more reasonable entry points. He also sees select opportunities in manufacturing — particularly in core engineering companies, even though defence and…
Citigroup dropped their price objective on Texas Instruments from $260.00 to $235.00 and set a “buy” rating on the stock in a report on Thursday. Source link
Some off beat reads for the weekend: The $38 Trillion Question (IM1776) Battle for the Petro Dollar (Niti Shastra) The fall of ‘rules based’ order (Spiked) The UN is dead (Al Majalla) Venezuela is America’s Suez moment (ForPol) USA Vs Latin America (Engelsberg) Europe wants to talk to Russia (RT) Uprising in Iran (MEM) Schrodinger’s…